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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,004 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,931 | $55,446-67.7% | $155,574-88.5% | $74,429-75.9% |
| Participation rate | 68.9% | 61.9%+7.0pp | 78.2%-9.3pp | 67.2%+1.7pp |
| Annual return | 8.90% | 269.20%-260.3pp | 64.87%-56.0pp | 1368.38%-1359.5pp |
| Employer contribution / active EE | $986 | $2,266-56.5% | $4,676-78.9% | $2,625-62.4% |
| Participant deferral / active EE | $1,467 | $2,836-48.3% | $5,629-73.9% | $4,348-66.3% |
| Admin fee / account holder | $304 | $1,743-82.6% | $15,914-98.1% | $1,944-84.4% |